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UMS

143 results found

  1. Miscellaneous Statement for Specific Transaction Type

    Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.

    For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.

    If I could filter by code, that would be much more efficient!

    2 votes

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  2. Add Phone Field & Email Field to Setup Autopay

    It would be very helpful if a phone & email field were added to the Setup Autopay when a customer enrolls. If there is an issue with their payment we have up to date contact information.

    Please add required fields to Setup Autopay:

    1. Phone Field
    2. Add Email Address (verify)
    13 votes

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    1 comment  ·  Admin →
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  3. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    34 votes

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  4. Mobile Service Orders Options

    We'd like to be able to limit the completed MSO's on the map. This way the tech can see what orders are nearby that still need completed via the map. We'd also like additional options for the tech to select days, routes, etc on the map to view upcoming orders.

    0 votes

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  5. Duplicate For Contacts on Ebills

    When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.

    3 votes

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    1 comment  ·  Admin →
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  6. Remove unwanted gateways from tools in UMS

    For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
    Something such as an active box within the gateway set up.
    Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.

    2 votes

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  7. 3 votes

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  8. Shutoff Process notice description

    An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.

    3 votes

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  9. Rate Code, Meter Size variance - Include on Error Report

    If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.

    3 votes

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  10. Add Meter Size Filter to Average Charge List Report

    Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.

    Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.

    2 votes

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  11. Adding a next work order button

    Adding an advance forward or previous work order button to the edit service order page. When you click on a service order to view it, you might have considered a different work order; instead of going back to the main page, the back or forward arrow will allow seeing the subsequent service order. This will benefit the field crew or workers as well.

    3 votes

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  12. Multiple E-Bill Templates

    Setup -> Configure E-bill

    For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.

    9 votes

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  13. report type applies to export

    When exporting a report, I would like to be able to apply the report type - Detailed or condensed to the CSV export without having to export the report from the preview screen which then includes data that needs a lot of clean up.

    3 votes

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  14. Fund Accounting Entries

    Need the ability to disable open credit applies when fund accounting is in use. Presently, credits are redistributed causing mixed fund entries. Another option is the ability to create an entry at the time of posting to review funds and make the due to/due from entry as needed for out-of-balance entries.

    2 votes

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  15. Service Order Dashboard - Service Order Notes

    It would be nice, if when the crew log into the Service Order Dashboard that they can see a preview of the work order notes.

    3 votes

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  16. Approaching Bill Due Date Notification

    Customers need the ability from CWP to establish bill due date reminders 5 days in advance. If this could be configurable that would be great, but a 5-day notice would be sufficient initially. These reminders may be delivered via email, text, and sms.

    15 votes

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  17. Usage Notifications -Daily Meter Reads (AMI Customers)

    For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.

    Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”

    Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”

    Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”

    Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.

    6 votes

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  18. A new report for Locations with No Meters

    UMS needs a report in UMS that will list Locations with no meters installed.

    9 votes

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  19. Default Autopay to Required Amount (Statement Balance)

    When customers are signing up for Autopay, they are being defaulted to Pay Account Balance instead of Required Amount (Statement Balance). I am changing this based on the email notifications I receive. This should be the other way around (default to Required Amount) to avoid drafting more than what the statement said.

    2 votes

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  20. Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!

    Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!

    18 votes

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